Applied Mobile2025.8.19 - App Store

Applied Mobile is the only independent agent mobile application designed specifically for insurance producers to provide them instant access to client information. Through integration with their agency’s management system, producers have on-demand access to the system of record. An intuitive and personalized mobile interface provides producers easy access to view accounts, activities, contacts and insurance policy information. Having access to client data 24/7 is also a differentiator when speaking to prospects, adding value to the product offering. Additionally, producers have the ability to communicate through e-mail, add activities, and leverage GPS technology to map accounts and coordinate daily schedules. Because of these capabilities, producers can more effectively service clients, increasing sales, customer retention and satisfaction. NOTE: To log into the Applied Mobile App, you must be a licensed Applied Systems Applied Mobile user. Contact Applied Systems for additional details.

Version History We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2025.8.19 08/18/2025 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2025.4.9 04/28/2025 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2024.9.1 12/04/2024 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2024.9.0 09/04/2024 The Applied Mobile app has been redesigned with a modern interface for an improved user experience. 2024.7.0 07/29/2024 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2024.2.0 02/12/2024 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2023.1.0 01/16/2023 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2022.11.0 11/21/2022 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2022.4.0 04/25/2022 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2021.9.0 09/29/2021 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2021.8.0 08/13/2021 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2021.6.0 07/04/2021 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2021.5.1 05/27/2021 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2021.5.0 05/23/2021 Requirements display as you set new password
To provide a smoother reset process whenever your password expires, the requirements display as you set the new password.

Spanish language support
For organizations with Spanish-speaking staff, Applied Mobile fully supports Spanish. If Spanish is set as the primary language on your mobile device, Spanish will automatically be enabled for Mobile. 2021.4.0 04/10/2021 We update the mobile app on regular basis to improve performance and remove any bugs that have been found. Be sure to keep up with most recent release to ensure that you have all of the latest and greatest functionality at your fingertips. This version contains performance enhancements and bug fixes. 2021.0.1 12/03/2020 Manage Activity Tasks

Tasks have been added to Applied Mobile so that you can manage and assign them when you are in the field. To access the Tasks area, select an activity and tap Task. From there, you can add, edit, view, and assign tasks associated to the selected activity.

Access Company Information

A Companies tile has been added to the side menu so that you can access all company information from your mobile device. This area mirrors all information stored for the selected company on the Details page in Applied CSR24 > Premium Certificates > Configure > Carriers. You can also access a company’s information from a policy on the account level. All permissions carry over from CSR24 > Premium Certificates > Configure > System Admin, Producers, or CS 2021.0.0 11/23/2020 We have expanded the amount of images that can be attached to a claim or activity when submitting an auto or property claim. We mirror the activity options list in Applied Epic for a consistent Activities user experience between the two applications. 2020.5.0 07/20/2020 Fix issue preventing Applied Mobile from opening on iPads running iOS 13. 2020.2.3 06/23/2020 Resolves connectivity issues for Risk Analysis functionality. 2020.2.2 06/17/2020 Standard performance updates and maintenance completed. 2020.2.0 03/09/2020 Standard performance updates and maintenance completed. 2020.0.0 12/08/2019 Standard performance updates and maintenance completed. 2019.3.0 08/04/2019 Review any insured’s agency-billed transactions, or record payments on their behalf, with Bill Pay. 2019.2.0 02/28/2019 Agency and Branch fields prefill based on the last selection made when adding prospects, opportunities, activities, and prospective policies.
Claims Status allows you to view a list of your open and closed insured’s claims and view detail for them.
View Risk Narratives and Supplements powered by Rough Notes on your smartphone. 2019.0.1 11/23/2018